Jonathan Farber from Lime Rock Partners

Jonathan Farber of Lime Rock Partners joins Chuck Yates and Collin McLelland to talk about his impressive 79x return from the CrownRock sale and the patience it takes to hold onto assets in the energy sector. Along the way, Farber shares a humorous story about helping Chuck’s ex-wife pick out a Ferrari, showing that private equity extends beyond just energy investments. The conversation dives into the flaws of the divestment movement and the stubbornness required to survive in the oil patch, all delivered with a sharp blend of financial insights and humor. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward. Apply today at collide.io Click here to view the episode transcript. 00:00 - Intro 07:58 - Lime Rock’s Structure 11:39 - Capital Discipline 15:42 - The Wolfberry 19:01 - Last Mover Advantage 22:37 - Current Market Trends 23:17 - Market Consolidation 29:00 - Minerals in Energy 30:50 - Chuck Yates on Lime Rock 33:54 - Non-Operational Strategy 36:00 - Successful Deal-Making 40:53 - Early Career Insights 47:16 - Energy Finance History 50:05 - Investment Banking Overview 52:58 - Founding First Reserve 55:29 - Energy Private Equity Origins 58:10 - Matt's Poker Career 01:01:40 - Limited Partner World 01:05:14 - Benefits of Hydrocarbons 01:10:58 - Energy Scarcity Discussion 01:12:30 - Investor Mindset Shift in Oil & Gas 01:16:14 - Global Energy Needs 01:18:30 - Nuclear Power & Synthetic Hydrocarbons 01:19:00 - Future of Hydrocarbons 01:20:30 - College Study Recommendations https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters